Senior Director, M&A Partner Development

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $170k - $200k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

Where this job comes from

Posted on Mercer Advisors's careers page, not through a job board

First seen by Remote Rocketship 18 hours ago

Still open on Mercer Advisors's site. Checked 1 hour ago.

Logo of Mercer Advisors

Mercer Advisors

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Manage the entire deal process for qualified M&A opportunities from first contact through closing • Cultivate and maintain professional relationships with sell-side investment bankers • Maintain deal timelines, milestones, owners, diligence items, and risks • Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence • Facilitate Mercer Advisors office visits for M&A prospects and clear reverse due diligence items • Support pre-closing activities, including client consent, new team-member communications, and handoff to Partner Integration • Provide pipeline and deal-status updates to deal teams and company leadership • Collaborate with investment bankers, recruiters, and community contacts to secure high-quality acquisition leads • Communicate Mercer Advisors’ service model, platform capabilities, and value proposition to prospects • Attend industry events as a Mercer Advisors representative • Build relationships with Mercer Advisors stakeholders and collaborate with Division Heads and Market Leaders on strategic acquisitions • Contribute to Mercer Advisors’ culture, values, and One-Team orientation

🎯 Requirements

• Bachelor’s Degree in Business Administration or another applicable business discipline required • Advanced degree or professional designation such as MBA, CFA, CPA, or CFP preferred • 5–7 years of relevant experience in wealth management, M&A, investment banking, or corporate development • Ability to manage multiple concurrent deals, timelines, and cross-functional stakeholders • Working proficiency reading and applying valuation models, financial statements, and diligence materials • Experience managing a complex decision-making process • Client-focused problem solving • Strong communication and negotiation skills • Excellent interpersonal skills and ability to relate to individuals of all levels • Highly organized and detail oriented • Team-oriented collaboration skills • Availability Monday through Friday, 8:00 AM–5:00 PM, with flexibility for different hours • Flexibility to travel between 20% and 50%

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Incentive compensation eligibility

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